Western Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Western Wealth Management’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.23M	Buy	42,580 +4,392	+12%	+$439K	0.16%	124
2025 Q4	$3.81M	Buy	38,188 +26,230	+219%	+$2.63M	0.18%	106
2025 Q3	$1.2M	Buy	11,958 +412	+4%	+$40.9K	0.06%	266
2025 Q2	$1.15M	Buy	11,546 +537	+5%	+$52.6K	0.07%	248
2025 Q1	$1.09M	Sell	11,009 -2,935	-21%	-$287K	0.07%	238
2024 Q4	$1.35M	Sell	13,944 -7,698	-36%	-$758K	0.09%	202
2024 Q3	$2.19M	Buy	21,642 +6,595	+44%	+$658K	0.12%	174
2024 Q2	$1.46M	Sell	15,047 -132	-0.9%	-$12.7K	0.11%	164
2024 Q1	$1.49M	Sell	15,179 -8,535	-36%	-$835K	0.12%	165
2023 Q4	$2.35M	Buy	23,714 +5,885	+33%	+$560K	0.17%	129
2023 Q3	$1.68M	Buy	17,829 +4,157	+30%	+$400K	0.14%	154
2023 Q2	$1.34M	Buy	13,672 +456	+3%	+$45.1K	0.11%	182
2023 Q1	$1.32M	Buy	13,216 +1,249	+10%	+$123K	0.12%	185
2022 Q4	$1.16M	Sell	11,967 -16,774	-58%	-$1.62M	0.12%	193
2022 Q3	$2.76M	Sell	28,741 -3,379	-11%	-$342K	0.16%	147
2022 Q2	$3.26M	Buy	32,120 +2,921	+10%	+$300K	0.19%	125
2022 Q1	$3.13M	Buy	29,199 +22,095	+311%	+$2.43M	0.15%	142
2021 Q4	$811K	Buy	+7,104	New	+$813K	0.08%	234
2021 Q2	$962K	Sell	8,319 -11,073	-57%	-$1.27M	0.1%	214
2021 Q1	$2.21M	Sell	19,392 -5,616	-22%	-$650K	0.3%	76
2020 Q4	$2.96M	Sell	25,008 -3,815	-13%	-$449K	0.43%	45
2020 Q3	$3.4M	Sell	28,823 -13,113	-31%	-$1.56M	0.56%	32
2020 Q2	$4.96M	Buy	41,936 +21,475	+105%	+$2.51M	0.9%	21
2020 Q1	$2.36M	Sell	20,461 -61,225	-75%	-$6.98M	0.54%	35
2019 Q4	$9.19M	Buy	81,686 +55,342	+210%	+$6.24M	1.39%	17
2019 Q3	$2.98M	Sell	26,344 -140,772	-84%	-$15.8M	0.62%	29
2019 Q2	$18.2M	Buy	167,116 +144,645	+644%	+$15.8M	2.39%	6
2019 Q1	$2.45M	Buy	22,471 +3,509	+19%	+$376K	0.55%	39
2018 Q4	$2.02M	Buy	+18,962	New	+$1.99M	0.54%	38

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Western Wealth Management's AGG Position: Q1 2026 in Review

Western Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q1 2026, buying an estimated $439K and bringing the position to 42,580 shares worth $4.23M. The position accounts for 0.16% of the portfolio, ranked #124.

Western Wealth Management first reported a position in AGG in Q4 2018 and has held it in 29 quarters since. The position peaked at $18.2M in Q2 2019. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Western Wealth Management held 42,580 shares of iShares Core US Aggregate Bond ETF worth $4.23M as of Q1 2026.
Western Wealth Management bought 4,392 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $439K.
iShares Core US Aggregate Bond ETF made up 0.16% of Western Wealth Management's portfolio in Q1 2026, its #124 holding.
Western Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $18.2M in Q2 2019.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.